When working in Raynet, you might come across situations where it’s helpful to link records contextually. For example, linking a Call to a specific Deal to clarify what was discussed during the conversation. These links can be added or removed via the Record context panel, which you will always find on the detailed card of the record.
Adding a new link
As an example, let’s look at how to link a Call to a Deal. Open the detailed card of the Call and click the pencil icon in the top right corner of the Record context panel. From the menu that appears, select Deal. A list of all Deals related to the same Account will be displayed — simply click on the one you want to link to the Call. Then click Set to confirm your selection.
On the detailed card of the linked Deal, in the History tab, you will find the link to the Call.
Removing a link
If you want to remove the link to the Deal from the Call record, open the detailed card of the Call. In the Record context panel, click the pencil icon, then click the X button next to the Deal field.
Confirm the change by clicking the Set button.